# Vertex Wealth Manager

> Vertex Wealth Manager (iPhone/iPad app by Vertex Securities Limited.)

- Source: https://appshunter.io/ios/app/vertex-wealth-manager/id1445682582 (this page in markdown: same URL + `.md`)
- Developer: [Vertex Securities Limited](https://appshunter.io/developer/1445682581)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 12.2 · 52 MB
- Released: 2018-12-07
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/vertex-wealth-manager/id1445682582/reviews.md

## What is Vertex Wealth Manager?

Vertex Wealth Manager  is a state of the art investment & insurance portfolio management App for customers 
 

With Vertex Wealth Manager  App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. 

 

Here are some of the many features of the Vertex Wealth Manager App:

a)      Get a summary view of the current status of your investments across asset classes

b)       Get a summary view of the insurance cover of all members in your family

c)        Drill down to full detail 

 d)       View Upcoming portfolio events 

e)      Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

f)       Get best in the class MF advisory

g)       Raise a service ticket to your advisor

 h)      Host of useful financial calculators to help you plan your short term and long term financial goals

i)        Digital Vault ñ access your important documents anytime from your Smartphone

j)             Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.

k)            Track small saving investments like PPF, NSC, KVP, FD, RD etc.

l)            Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

 
f)        Buy / Redeem / Switch Mutual Funds online from any AMC


## Version history (last 1 release)

### 2.5 — 2025-12-03

Bug fixes and some enhancements

## More apps by Vertex Securities Limited

- [Via Vertex](https://appshunter.io/ios/app/via-vertex/id1545915545)
- [oroboro wealth](https://appshunter.io/ios/app/oroboro-wealth/id6738903788)

All apps by Vertex Securities Limited: https://appshunter.io/developer/1445682581

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-16.*